CS

Credit Suisse Portfolio holdings

AUM $104B
1-Year Est. Return 34.55%
This Quarter Est. Return
1 Year Est. Return
+34.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.3B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,292
New
Increased
Reduced
Closed

Top Buys

1
+$1.96B
2
+$403M
3
+$329M
4
ELV icon
Elevance Health
ELV
+$198M
5
CNI icon
Canadian National Railway
CNI
+$179M

Top Sells

1
+$2B
2
+$426M
3
+$338M
4
HD icon
Home Depot
HD
+$333M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$275M

Sector Composition

1 Financials 14.56%
2 Technology 11.86%
3 Energy 9.65%
4 Healthcare 9.59%
5 Industrials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3201
$525K ﹤0.01%
7,834
-10,993
3202
$525K ﹤0.01%
29,125
-7,242
3203
$524K ﹤0.01%
67,464
-22,924
3204
$524K ﹤0.01%
20,343
+9,652
3205
$523K ﹤0.01%
36,642
+10,099
3206
$523K ﹤0.01%
22,973
+7,692
3207
$523K ﹤0.01%
17,970
+3,540
3208
$521K ﹤0.01%
+245,490
3209
$518K ﹤0.01%
110,609
+20,467
3210
$517K ﹤0.01%
21,948
-4,888
3211
$516K ﹤0.01%
17,303
-89,297
3212
$515K ﹤0.01%
7,491
+1,824
3213
$515K ﹤0.01%
7,904
-234
3214
$515K ﹤0.01%
24,362
+11,075
3215
$515K ﹤0.01%
+14,075
3216
$514K ﹤0.01%
55,601
+34,150
3217
$514K ﹤0.01%
28,449
+4,437
3218
$513K ﹤0.01%
34,656
-129,284
3219
$513K ﹤0.01%
23,889
+8,143
3220
$511K ﹤0.01%
18,763
+8,037
3221
$511K ﹤0.01%
24,877
-900
3222
$511K ﹤0.01%
+14,300
3223
$510K ﹤0.01%
9,600
-2,654
3224
$509K ﹤0.01%
+27,173
3225
$509K ﹤0.01%
15,753
-100,917
127 128
129
130 131